Shayon Sengupta@shayonsengupta · 2026/08/17观点输出@BitRobotNetwork very cool to see depin applied to egocentric video capture, think there is a huge opp to scale data collection via internet labor markets.
@micoolcho when points program 👀
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Shayon Sengupta@shayonsengupta · 2026/08/12观点输出Event contracts are Robinhood’s fastest-growing revenue line ($156M in Q2).
Nearly all of Q2 revenue was subject to third-party exchange + clearing fees. Rothera started servicing meaningful flow in June, and that was only ~30% of the volume for that month.
As Rothera/3P share increases over time, Robinhood should see materially better economics per contract traded.
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Shayon Sengupta@shayonsengupta · 2026/08/10观点输出Connor is the best in the biz. Thanks for having me!
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Shayon Sengupta@shayonsengupta · 2026/07/30政策影响many consumer fintechs have tried to build products onchain. a lot of these fail quickly and eventually their product orgs default to lowest common denominator i.e. trade majors in app.
robinhood has demonstrated in the past month that their pulse on crypto is second to none.
in robinhood chain, they have earned attention and capital from people "in crypto". they very obviously deeply understand their users "outside crypto", and have consistently built products and services that are loved. i think they are in the best position to bridge the two camps by a long shot.
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Shayon Sengupta@shayonsengupta · 2026/07/28观点输出“Inference providers are like market makers” is spot on, especially given how much work is going in (esp at the software layer) from each of these IPs to improving token/dollar efficiency
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Shayon Sengupta@shayonsengupta · 2026/07/23赛道影响private credit is coming to a chain near you
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Shayon Sengupta@shayonsengupta · 2026/07/01观点输出landmark moment in the history of depin and resource aggregation cryptonetworks. congratulations to the grass team for crossing the chasm!!
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Shayon Sengupta@shayonsengupta · 2026/07/01观点输出Cash-settled futures are super interesting but imo only half the equation because compute is not truly a commodity. No two flops are the same, compute varies across GPU type, region, node topology, bandwidth/interconnect, memory etc.
So there is always basis between any reference contract and the exact configuration of compute that producer/consumer transact on, so have to account for that when hedging. Also the largest buyers and sellers of compute are usually managing long-term reserved capacity (months or years as opposed to per-hour spot rates) so the reference probably has to adjust for that.
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Shayon Sengupta@shayonsengupta · 2026/06/25观点输出1/ We published our first deep dive on Hyperliquid (HYPE).
Full report and disclosures in link below. TL;DR why we believe it's mispriced and why we’re long below
h/t @SpencerApplebau
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Shayon Sengupta@shayonsengupta · 2026/05/15观点输出@xethalis @AlextheXonX @ColeMacro @MoneroMahesh i see u big dog
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